Avantax Planning Partners, Inc. Schwab Strategic Tr Us Emergin Transaction History

Avantax Planning Partners, Inc.

$3.11 Billion
Q2 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 10,639 shares of SCHE stock, worth $357,470. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,639

Previous 10,481 1.51%

Holding current value

$357,470

Previous $288,000 11.11%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$24.38 - $30.18 $3,852 - $4,768	158 Added 1.51%	10,639 $320,000
Q1 2025 Apr 28, 2025	SELL	$25.81 - $28.52 $72,887 - $80,540	-2,824 Reduced 21.23%	10,481 $288,000
Q4 2024 Feb 07, 2025	SELL	$26.63 - $30.23 $138,902 - $157,679	-5,216 Reduced 28.16%	13,305 $354,000
Q3 2024 Nov 13, 2024	SELL	$25.45 - $29.53 $245,719 - $285,112	-9,655 Reduced 34.27%	18,521 $540,000
Q2 2024 Aug 09, 2024	SELL	$24.67 - $27.2 $1.22 Million - $1.35 Million	-49,594 Reduced 63.77%	28,176 $748,000
Q1 2024 May 02, 2024	BUY	$23.47 - $25.45 $1.83 Million - $1.98 Million	77,770 New	77,770 $1.96 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-1,670 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	1,670 New	1,670 $43,000
Q2 2018 Aug 13, 2018	SELL	N/A	-5,916 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	5,916 New	5,916 $170,000

Others Institutions Holding SCHE

# of Institutions

872

Shares Held

151M

Call Options Held

27.8K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Avantax Planning Partners, Inc. Schwab Strategic Tr Us Emergin Transaction History